Show Raters Names on Summary– check this box if you would like the raters name to be included on the summary report. Leave this box unchecked, if you prefer the summary report to be anonymous to employee.

Allow Employee to Self Review – adds employee as rater; they will be required to self-review

Break out Employee Self-Review Ratings – if option checked above; this allows you to separate employee ratings from everyone else on summary report

Step Five: This next page allows you to add raters that will be evaluating this employee. Click on “Add Raters” link.

This will navigate you to a page that allows you to search for users by name; job title, etc. Or you can click on “Find” and it will populate a list of everyone in the company:

For each rater; you will need to assign a “TYPE” (raters’ relationship to employee) and click on “Assign”

Step Six: Once raters have been added; click on “Save and Notify New Raters” and this will generate an email invitation to all participants. If you are not ready to send out notification yet; click on “Save and Exit”.